• Home
  • Latest
  • Fortune 500
  • Finance
  • Tech
  • Leadership
  • Lifestyle
  • Rankings
  • Multimedia
ConferencesBrainstorm AI

For A.I., one-size-fits-all computer chips are a tight squeeze

By
Jenna Schnuer
Jenna Schnuer
Down Arrow Button Icon
By
Jenna Schnuer
Jenna Schnuer
Down Arrow Button Icon
November 9, 2021, 2:12 PM ET
Fortune’s Verne Kopytoff moderates a panel with Rene Haas, then president of the IP products group at Arm, and Andy Hock, VP of product at Cerebras Systems, at Fortune Brainstorm A.I. in Boston, Nov. 8, 2021.
Fortune’s Verne Kopytoff moderates a panel with Rene Haas, then president of the IP products group at Arm, and Andy Hock, VP of product at Cerebras Systems, at Fortune Brainstorm A.I. in Boston, Nov. 8, 2021.Rebecca Greenfield/Fortune

While computers have helped ensure that innovation is one of the only constants of modern life, the design of computer chips hasn’t changed much in decades. Neither has where they live (yes, inside the computer). But artificial intelligence could upend even those constants.

“I think we’re in the early stages of an evolutionary divergence in the chip architecture space,” said Andy Hock, vice president of product management at Cerebras Systems.

Those changes are being driven by A.I. and the increasing number of industries putting machine learning to use.

“I wouldn’t want to put a percentage on it, but if I go forward 10 years, I would imagine virtually every single chip that we’re shipping has some A.I. component to it,” said Rene Haas, president of the IP products group for semiconductor maker ARM. “There will be some level of A.I. and learning taking place on literally everything in the next 10 years.”

Last year ARM shipped “about 25 billion” chips, he said.

Discussing the amount of memory and communication resources that are needed to drive A.I., Hock described the massive sizing up that Cerebras has done on the design of one of its chips. The new chip is 8.5 inches by 8.5 inches of unbroken silicon.

“The compute demands for large-scale deep learning are growing exponentially such that state-of-the-art models often take days or weeks or sometimes even months of compute time to train to convergence, even on very capable large-scale clusters of processors,” said Hock.

The larger chip will “make processing more efficient” so users can “compute not only at higher performance but unlock that performance with greater efficiency.”

But corporate accounts need not worry that their company’s existing computers will get the heave-ho to fit the new chips. Cerebras’ system team “took a systems engineering approach” and built new packaging, power delivery technology, and a cooling system, Hock explained, so that the “wafer scale engine” could fit into the standard rack mountable devices already sitting into a lab’s cluster or a cloud facility.

But supersizing isn’t the only way forward.

ARM has been working with some companies that have been developing low-power edge devices. Haas gave an example of a tiny battery-powered sensor that could not only detect particles in the air but also “do some level of machine learning around the data.”

Even four or five years ago, he added, conversations about that type of device wouldn’t have happened.

“People thought about IoT was a receiver or a transmitter and a small computer, but doing machine learning on the edge device? That wasn’t something people talked about,” said Haas. “Now we’re just seeing all kinds of demand for those applications.”

More must-read business news and analysis from Fortune:

  • From Delta to Southwest, the airlines in the best—and worst—shape going into a chaotic holiday season
  • How a risky bet on the Shiba Inu coin made this warehouse manager a millionaire
  • Patagonia doesn’t use the word ‘sustainable.’ Here’s why
  • Will monthly child tax credit payments continue in 2022? Their future rests on Biden’s Build Back Better bill
  • ‘I’m afraid we’re going to have a food crisis’: The energy crunch has made fertilizer too expensive to produce, says Yara CEO

Subscribe to Fortune Daily to get essential business stories straight to your inbox each morning.

About the Author
By Jenna Schnuer
See full bioRight Arrow Button Icon

Latest from our Conferences

Finance
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam
By Fortune Editors
October 20, 2025
Finance
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam
By Fortune Editors
October 20, 2025
Finance
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam
By Fortune Editors
October 20, 2025
Finance
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam
By Fortune Editors
October 20, 2025
Finance
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam
By Fortune Editors
October 20, 2025
Finance
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam
By Fortune Editors
October 20, 2025

Most Popular

Finance
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam
By Fortune Editors
October 20, 2025
Finance
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam
By Fortune Editors
October 20, 2025
Finance
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam
By Fortune Editors
October 20, 2025
Finance
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam
By Fortune Editors
October 20, 2025
Finance
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam
By Fortune Editors
October 20, 2025
Finance
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam
By Fortune Editors
October 20, 2025
Fortune Secondary Logo
Rankings
  • 100 Best Companies
  • Fortune 500
  • Global 500
  • Fortune 500 Europe
  • Most Powerful Women
  • World's Most Admired Companies
  • See All Rankings
  • Lists Calendar
Sections
  • Finance
  • Fortune Crypto
  • Features
  • Leadership
  • Health
  • Commentary
  • Success
  • Retail
  • Mpw
  • Tech
  • Lifestyle
  • CEO Initiative
  • Asia
  • Politics
  • Conferences
  • Europe
  • Newsletters
  • Personal Finance
  • Environment
  • Magazine
  • Education
Customer Support
  • Frequently Asked Questions
  • Customer Service Portal
  • Privacy Policy
  • Terms Of Use
  • Single Issues For Purchase
  • International Print
Commercial Services
  • Advertising
  • Fortune Brand Studio
  • Fortune Analytics
  • Fortune Conferences
  • Business Development
  • Group Subscriptions
About Us
  • About Us
  • Press Center
  • Work At Fortune
  • Terms And Conditions
  • Site Map
  • About Us
  • Press Center
  • Work At Fortune
  • Terms And Conditions
  • Site Map
  • Facebook icon
  • Twitter icon
  • LinkedIn icon
  • Instagram icon
  • Pinterest icon

Latest from our Conferences

mark
ConferencesHospitality
Hyatt’s CEO has built a ‘family’ culture for 20 years. Now he’s leaning on it
By Nick LichtenbergApril 30, 2026
3 days ago
sweet
ConferencesConsulting
Accenture’s Julie Sweet blew up 50 years of company history. She says the hardest part is still ahead
By Nick LichtenbergApril 29, 2026
4 days ago
anirudh
Conferencesdisruption
Cadence CEO on the AI boom and human nature: ‘there are more tools, but the human part is not different’
By Nick LichtenbergApril 23, 2026
10 days ago
‘I think it’s a mistake’: Delta CEO Ed Bastian refuses to call it ‘artificial intelligence’ because it scares people
ConferencesDelta Air Lines
‘I think it’s a mistake’: Delta CEO Ed Bastian refuses to call it ‘artificial intelligence’ because it scares people
By Nick LichtenbergApril 22, 2026
11 days ago
Fortune Workplace Innovation Summit logo
ConferencesWorkplace Innovation Summit
Fortune Workplace Innovation Summit 2026 livestream
By Fortune EditorsMarch 23, 2026
1 month ago
Fortune COO Summit 2026 livestream
ConferencesCOO Summit
Fortune COO Summit 2026 livestream
By Fortune EditorsMarch 23, 2026
1 month ago

Most Popular

Scott Bessent on financial literacy: 'it drives me crazy' to see young men in blue-collar construction jobs playing the lottery
Personal Finance
Scott Bessent on financial literacy: 'it drives me crazy' to see young men in blue-collar construction jobs playing the lottery
By Fatima Hussein and The Associated PressMay 1, 2026
2 days ago
America got rich and got sad. A top economist says 2020 broke something that hasn't healed
Economy
America got rich and got sad. A top economist says 2020 broke something that hasn't healed
By Nick LichtenbergMay 3, 2026
13 hours ago
Gen Z is rebelling against the economy with ‘disillusionomics,’ tackling near 6-figure debt by turning life into a giant list of income streams
Economy
Gen Z is rebelling against the economy with ‘disillusionomics,’ tackling near 6-figure debt by turning life into a giant list of income streams
By Jacqueline MunisMay 2, 2026
1 day ago
China dominates the world's lithium supply. The U.S. just found 328 years' worth in its own backyard
North America
China dominates the world's lithium supply. The U.S. just found 328 years' worth in its own backyard
By Jake AngeloApril 30, 2026
3 days ago
I spent a decade selling homes to the ultra-wealthy. What I saw explains the housing market's nepo problem
Commentary
I spent a decade selling homes to the ultra-wealthy. What I saw explains the housing market's nepo problem
By Blake O'ShaughnessyMay 3, 2026
12 hours ago
Sam Altman says the quiet part out loud, confirming some companies are ‘AI washing’ by blaming unrelated layoffs on the technology
AI
Sam Altman says the quiet part out loud, confirming some companies are ‘AI washing’ by blaming unrelated layoffs on the technology
By Sasha RogelbergMay 3, 2026
12 hours ago

© 2026 Fortune Media IP Limited. All Rights Reserved. Use of this site constitutes acceptance of our Terms of Use and Privacy Policy | CA Notice at Collection and Privacy Notice | Do Not Sell/Share My Personal Information
FORTUNE is a trademark of Fortune Media IP Limited, registered in the U.S. and other countries. FORTUNE may receive compensation for some links to products and services on this website. Offers may be subject to change without notice.